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Airtable
Google Drive
DocuSign

Send documents to sign via DocuSign from new records in Airtable

About
Share

This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign.

Your Airtable table should have at least these columns:

  1. Name
  2. Email
  3. Last Modified

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Categories
E-Signatures
Files & Documents
Databases
Spreadsheets

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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Copy a File

Makes a copy of an existing file.

Action
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Create a File from Text

Creates a file from a text plain.

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Create a Folder

Creates a new folder.

Action
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Create a Record

Creates a new record in Airtable.

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Creates a new shared drive.

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Delete a File/Folder

Permanently deletes a file or folder owned by the user without moving it to the trash. 

Action
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Delete a Record

Deletes a record by its ID.

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Deletes a shared drive without any content.

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Download a Document

Downloads a document from a specified envelope.

Action

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